PFGC vs BEN

Comparison between Performance Food Group Company (PFGC, Company) and Franklin Resources Inc (BEN, Company).

PFGC is from the Consumer Defensive sector, while BEN is from the Financial Services sector.

5-Year PerformancePFGC has outperformed BEN, delivering a return of +18.4% compared to +5.9%

PFGC vs BEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFGC(COMPANY)	BEN(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	78.85%	74.00%
Sharpe Ratio	0.81	1.26
5Y Beta	0.77	1.05
Industry	Food Distribution	Asset Management
P/E Ratio	52.77	23.73
Forward P/E	23.75	11.20
PEG Ratio	0.66	0.29
Dividend Yield	N/A	3.88%
5Y Dividends CAGR	N/A	-1.04%
5Y EPS CAGR	N/A	-8.38%
Debt to Equity	108.40%	18.59%
Free Cash Flow Yield	4.67%	5.36%
P/S Ratio	0.28	1.93
P/B Ratio	3.71	1.46

Market Cap

PFGC

$17B

Winner

BEN

$17B

Max Drawdown

PFGC

78.85%

Winner

BEN

74.00%

Sharpe Ratio

PFGC

0.81

Winner

BEN

1.26

5Y Beta

Winner

PFGC

0.77

BEN

1.05

Industry

PFGC

Food Distribution

BEN

Asset Management

P/E Ratio

PFGC

52.77

Winner

BEN

23.73

Forward P/E

PFGC

23.75

Winner

BEN

11.20

PEG Ratio

PFGC

0.66

Winner

BEN

0.29

Dividend Yield

PFGC

N/A

BEN

3.88%

5Y Dividends CAGR

PFGC

N/A

BEN

-1.04%

5Y EPS CAGR

PFGC

N/A

BEN

-8.38%

Debt to Equity

PFGC

108.40%

Winner

BEN

18.59%

Free Cash Flow Yield

PFGC

4.67%

Winner

BEN

5.36%

P/S Ratio

Winner

PFGC

0.28

BEN

1.93

P/B Ratio

PFGC

3.71

Winner

BEN

1.46

PFGC vs BEN - Historical Returns

Returns include dividend reinvestment.

Period	PFGC	BEN
1 month	+12.53%	+8.63%
3 months	+27.37%	+35.80%
6 months	+24.69%	+33.67%
1 year	+25.36%	+40.24%
5 years(CAGR)	+18.44%	+5.92%
10 years(CAGR)	+15.11%	+4.94%
Max(CAGR)	+17.92%	+7.08%

Winner

PFGC

+12.53%

BEN

+8.63%

PFGC

+27.37%

Winner

BEN

+35.80%

PFGC

+24.69%

Winner

BEN

+33.67%

PFGC

+25.36%

Winner

BEN

+40.24%

5Y(CAGR)

Winner

PFGC

+18.44%

BEN

+5.92%

10Y(CAGR)

Winner

PFGC

+15.11%

BEN

+4.94%

Max(CAGR)

Winner

PFGC

+17.92%

BEN

+7.08%

PFGC vs BEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFGC	BEN
2026	+28.75%	+44.12%
2025	+6.98%	+25.62%
2024	+21.17%	-26.74%
2023	+21.55%	+13.72%
2022	+25.87%	-17.27%
2021	-1.25%	+42.64%
2020	-7.71%	+2.85%
2019	+62.71%	-9.88%
2018	-3.96%	-23.15%
2017	+39.66%	+9.20%
2016	+7.10%	+11.67%
2015	+20.52%	-32.65%
2014	N/A	-0.61%
2013	N/A	+34.34%
2012	N/A	+31.10%
2011	N/A	-12.47%
2010	N/A	+3.87%
2009	N/A	+64.51%
2008	N/A	-43.34%
2007	N/A	+1.46%
2006	N/A	+15.47%
2005	N/A	+39.98%
2004	N/A	+34.28%
2003	N/A	+48.70%
2002	N/A	-2.38%
2001	N/A	-5.29%
2000	N/A	+21.06%
1999	N/A	-6.22%

PFGC vs BEN Drawdown Comparison

The maximum drawdown for PFGC was -78.85%, occurring on Mar 18, 2020. Recovery took 260 trading sessions.

The maximum drawdown for BEN was -72.80%, occurring on Mar 6, 2009. Recovery took 1002 trading sessions.

The current PFGC drawdown is -1.85%. The current BEN drawdown is -3.08%.

Rank	PFGC	BEN
#1	-78.85% Feb 10, 2020 - Feb 22, 2021	-72.80% Jul 17, 2007 - Jul 7, 2011
#2	-34.96% Mar 12, 2021 - Nov 30, 2022	-67.78% Dec 8, 2014 - Mar 23, 2020
#3	-27.17% Jul 20, 2018 - Feb 13, 2019	-40.33% Feb 1, 2001 - Oct 13, 2003
#4	-26.70% Jul 26, 2016 - May 11, 2017	-34.57% Jan 25, 2000 - Sep 1, 2000
#5	-25.47% Sep 17, 2025 - Jun 26, 2026	-33.99% Jul 7, 2011 - Oct 17, 2012
#6	-21.24% Jan 30, 2025 - Jul 11, 2025	-23.91% Oct 2, 2000 - Jan 29, 2001
#7	-20.48% Mar 4, 2024 - Sep 23, 2024	-21.44% Feb 27, 2006 - Sep 12, 2006
#8	-19.13% Dec 17, 2015 - Apr 20, 2016	-20.86% Jan 26, 2004 - Oct 28, 2004
#9	-17.14% Jan 23, 2018 - May 9, 2018	-20.23% May 17, 2013 - Dec 18, 2013
#10	-15.41% Aug 18, 2023 - Nov 22, 2023	-14.20% Jan 17, 2014 - Dec 5, 2014
#11	-13.83% Feb 1, 2023 - Apr 28, 2023	-12.03% Nov 1, 1999 - Jan 20, 2000
#12	-12.65% May 5, 2016 - Jul 8, 2016	-11.40% Feb 15, 2007 - Apr 10, 2007
#13	-12.54% Apr 28, 2023 - Aug 17, 2023	-11.07% Nov 12, 2003 - Dec 11, 2003
#14	-11.26% Aug 22, 2019 - Nov 25, 2019	-9.34% Mar 7, 2005 - May 18, 2005
#15	-10.52% Jul 25, 2017 - Sep 6, 2017	-8.85% Oct 31, 2006 - Dec 14, 2006